Dynamics PDF-Any

With Dynamics PDF-Any CRM user can select and PDF files from Emails’ attachments, Notes, and hard disk, and create PDF document, attach the PDF document to Notes, and new Email, all in one click of a button.

This is a great time saver when users keep a source file in its source format (like Word, Excel……), edit / modify the file as required, depends on the person the document is going to be delivered to, PDF the updated file, email it or save to Note, and still keep the source file in its original format, to be reused.

In a normal process to perform similar task, the user needs to firstly PDF the updated file, save the PDF file to hard disk, and only then upload the document, and attach to Email, and Notes.